Jabil (JBL) Q2 FY25 earnings call

Earnings call· Feb 2025 (Q2 FY25)· Information Technology· Mar 20, 2025

Source: earnings call transcript

Jabil delivered strong Q2 FY25 results, driven by robust demand in AI-related cloud and data center infrastructure, leading to a significant increase in AI-associated revenue expectations for the fiscal year. The company is leveraging its global manufacturing footprint and U.S. presence to navigate potential tariff complexities, while maintaining a prudent outlook for certain end markets like EVs and renewables. Strategic acquisitions in photonics and pharmaceuticals are expanding capabilities and addressable markets.

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JBL operating KPIs by quarter

JBL operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Feb 2025 Q2 FY25	Aug 2025 Q4 FY25	Aug 2026 Q4 FY26	Change vs prior quarter
Manufacturing sites US	30 And finally, with 30 sites in the US, our manufacturing footprint here has never been bigger than it is today. Source: earnings call transcript	30+ With more than 30 sites in the US, our footprint here has never been larger. Source: earnings call transcript	40+ It's worth highlighting that we now have more than 40 sites in the US as we continue to support our customers' reshoring activities. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.